Here is an exciting career opportunity at Momentum for people interetsed in becoming Financial Advisers Position Purpose Financial advisers play an important role in helping people achieve their financial goals. The financial adviser is an accessible, trusted, caring, and knowledgeable financial services professional whom consumers can talk to face-to-face about their goals, dreams and aspirations. He or she is someone who can answer finance-related questions such as: How will I be able to pay bills six months from now, six years from now and sixteen years from now? What types of insurance and documents do I need in place to protect my family? When can I afford to retire? How much can I help my kids with school finances without derailing my own retirement? Essentially, financial advisers help people with almost anything related to their personal finances, which means they help people on their financial wellness journeys. If this sounds interesting to you, then perhaps becoming a financial adviser— might very well be you. If you are interested in a career as a financial adviser at Momentum, ask yourself the following questions: Am I a good listener? Am I interested in helping people achieve their financial goals? Do I have the ability to help people achieve their financial goals? Am I passionate about the financial wellness of South Africa’s middle-income consumers? Do I care about working in a field that offers attractive performance-related pay? If you answered “yes” to any of the questions above, and you possess most of the following characteristics, a career as a financial adviser with Momentum is beckoning! Join us. We will augment your experience and expertise by equipping you with our cutting-edge products, processes, and financial wellness tools. We provide on-going recognition and rewards – we believe in rewarding outstanding achievements with outstanding rewards. We provide exceptional training – our Academy combines self-study with on-line, classroom and on-the job training, one-on-one coaching sessions, workshops, and joint fieldwork. Our mangers will provide mentoring, coaching and tools to support your success. Together we can enhance the financial wellness of every person we touch, and along the way contribute to the financial wellness of South Africa’s middle-income consumers. If you share our passion for financial advice as a calling, we have a home for you on our team of carefully selected financial advisers. ESSENTIAL FUNCTIONS Provide direct assistance in providing knowledge and skills and in setting financial wellness and related goals through face-to-face interactions. Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning. Provide face-to-face advice effectively to motivate clients’ financial wellness. Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly. Provide appropriate financial solutions based on clients’ financial plans. Maintain security and confidentiality of company, and client data. Build sustainable long term relationships with clients, by assisting them in achieving their financial goals. Handle client complaints and resolve problems. REQUIRED QUALIFICATIONS AND CORE COMPETENCIES Minimum qualification of grade 12 (matric) and a minimum of 40 NQF credits on level 4 Bachelor’s degree/Regulatory Exams/CFP or any other qualification in financial planning will be a distinct advantage High computer literacy – the web, applicable financial analysis software, and MS Office. Past experience in: sales, finance, insurance and investments, consulting, banking, business ownership, retail, health services, hospitality, marketing, or customer service is an asset. Your dedication to succeed is centred on building trusted relationships, strong work ethic, persistence and desire to reach your full potential. You are a natural communicator with exceptional interpersonal skills who excels at networking, building rapport with new people quickly and building lasting relationships. Your strong business acumen and organizational skills will enable you to confidently provide recommendations to clients. Your values and ethics are driven by your sense of integrity and honesty. Email cv to [email protected]
Posted on: Fri, 14 Mar 2014 18:11:13 +0000
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